401(k) · DOL Form 5500 · 2024

Graham Enterprise, Inc. 401(k) Plan

Data updated 2026-08-11

$26M
Total assets
251
Participants
75th
Percentile by assets
$104,147
Avg per participant
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Official DOL plan name: Graham Enterprise 401(k) Profit Sharing Plan · Sponsored by Graham Enterprise, Inc. · Illinois · Retail Trade

$26M in assets, 251 participants

Graham Enterprise, Inc.'s Graham Enterprise 401(k) Profit Sharing Plan reported $26M in total assets and 251 participants in its 2024 DOL Form 5500 filing, ranking in the 75th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 75th percentile by assets (of 123,622 plans)
  • #6,811 in Retail Trade (8,048 peers)

Coverage in Illinois

Graham Enterprise 401(k) Profit Sharing Plan covers 251 participants in Illinois, about 32% of the average Illinois filer (state average ~779 per filing). Assets: $26M.

$26M
total plan assets (2024 EOY)
251
covered participants
75th
percentile by assets (of 123,622 plans)
$104,147
avg assets per participant

Where Graham Enterprise 401(k) Profit Sharing Plan sits by total assets

Graham Enterprise 401(k) Profit Sharing Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$26,141,010 Top 25% higher than 75% of 123,620 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Graham Enterprise 401(k) Profit Sharing Plan reported net income fell from $4M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Graham Enterprise 401(k) Profit Sharing Plan reported participants rose from 212 in the plan year 2023 filing to 251 in the plan year 2024 filing.
  • Graham Enterprise 401(k) Profit Sharing Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Illinois
Industry
Retail Trade

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. Graham Enterprise 401(k) Profit Sharing Plan reports 251 participants - about 32% of that state average ($26M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$26M
Net Income$3M
Employer EIN363728266
Plan Effective Date1992-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Graham Enterprise, Inc.)

$18M$20M$22M$24M$26M$28M 202220232024 $19.7M $26.1M ▲ +32.6%
Total plan assets by year, all Graham Enterprise, Inc. plans on file
Year Plans Participants Total Assets
2022 1 235 $20M
2023 1 212 $23M
2024 1 251 $26M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Graham Enterprise 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Graham Enterprise 40…, Total assets ($B): 0.02614101 · Participants: 251Graham Enterprise 40…Accenture United Sta…, Total assets ($B): 21.302643276 · Participants: 66965Accenture United Sta…State Farm 401(k) Sa…, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Sa…United Airlines Pilo…, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilo…Abbott Laboratories …, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories …Walgreens Retirement…, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement…
Graham Enterprise 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Graham Enterprise 401(k) Profit Sharing … side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Graham Enterprise 401(k) Profit Sharing Plan by total assets, not by location.

Frequently Asked Questions

How did Graham Enterprise 401(k) Profit Sharing Plan assets move in 2024? ▼
Graham Enterprise 401(k) Profit Sharing Plan grew at a solid clip - up 11.3% during 2024, from $23M to $26M. Reported net income was $3M.
How have Graham Enterprise, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Graham Enterprise, Inc.'s sponsor-wide assets grew 32.5%, from $20M to $26M.
Where does Graham Enterprise 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Graham Enterprise 401(k) Profit Sharing Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Graham Enterprise 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Journey Group 401(k) Plan in SD ($26M, 304 participants).

Next read for Graham Enterprise 401(k) Profit Sharing …

Filing takeaways

Ways to act on Graham Enterprise 401(k) Profit Sharing Plan's numbers.

  • By total assets, Graham Enterprise 401(k) Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • Graham Enterprise, Inc.'s sponsor-wide assets have grown 32.5% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 363728266.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.